Adobe Experience Platform Data Governance provides a user interface that allows you to create and manage data usage policies. This document provides an overview of the actions you can perform in the Policies workspace in the Experience Platform user interface.
All data usage policies (including core policies provided by Adobe) are disabled by default. In order for an individual policy to be considered for enforcement, you must manually enable that policy. See the section on enabling policies for steps on how to do this in the UI.
This guide requires a working understanding of the following Experience Platform concepts:
In the Experience Platform UI, select Policies to open the Policies workspace. In the Browse tab, you can see a list of available policies, including their associated labels, marketing actions, and status.
Select a listed policy to view its description and type. If a custom policy is selected, additional controls are displayed to edit, delete, or enable/disable the policy.
To create a new custom data usage policy, select Create policy in the top-right corner of the Browse tab in the Policies workspace.
The Create policy workflow appears. Start by providing a name and a description for the new policy.
Next, select the data usage labels that the policy will be based on. When selecting multiple labels, you are given the option to choose whether the data should contain all the labels or just one of them in order for the policy to apply. Select Next when finished.
The Select marketing actions step appears. Choose the appropriate marketing actions from the provided list, then select Next to continue.
When selecting multiple marketing actions, the policy interprets them as an “OR” rule. In other words, the policy applies if any of the selected marketing actions are performed.
The Review step appears, allowing you to review the details of the new policy before creating it. Once you are satisfied, select Finish to create the policy.
The Browse tab reappears, which now lists the newly created policy in “Draft” status. To enable the policy, see the next section.
All data usage policies (including core policies provided by Adobe) are disabled by default. In order for an individual policy to be considered for enforcement, you must manually enable that policy through the API or UI.
You can enable or disable policies from the Browse tab in the Policies workspace. Select a custom policy from the list to display its details on the right. Under Status, select the toggle button to enable or disable the policy.
In the Policies workspace, select the Marketing actions tab to view a list of available marketing actions defined by Adobe and your own organization.
To create a new custom marketing action, select Create marketing action in the top-right corner of the Marketing actions tab in the Policies workspace.
The Create marketing action dialog appears. Enter a name and description for the marketing action, then select Create.
The newly created action appears in the Marketing actions tab. You can now use the marketing action when creating new data usage policies.
Only custom marketing actions defined by your organization can be edited. Marketing actions defined by Adobe cannot be changed or deleted.
In the Policies workspace, select the Marketing actions tab to view a list of available marketing actions defined by Adobe and your own organization. Select a custom marketing action from the list, then used the provided fields in the right-hand section to edit the marketing action’s details.
If the marketing action is not being used by any existing usage policies, you can delete it by selecting Delete marketing action.
Attempting to delete a marketing action that is being used by an existing policy will cause an error message to appear, indicating that the delete attempt failed.
This document provided an overview of how to manage data usage policies in Experience Platform UI. For steps on how to manage policies using the Policy Service API, see the developer guide. For information on how to enforce data usage policies, see the policy enforcement overview.
The following video provides a demonstration of how to work with usage policies in the Experience Platform UI: